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Pipedrive: Triggers💡& Activities 🎯
Pipedrive: Triggers💡& Activities 🎯

What, Why & How to Setup Triggers & Activities for your Pipedrive account?

Naitik Chavda avatar
Written by Naitik Chavda
Updated over a week ago

What are Triggers💡 & Activities 🎯?

Triggers💡are actions that are performed by the prospect who has been enrolled in a sequence by the user. Examples of Triggers include email sent, email reply, link clicked, sequence email opened, and many more.

Activity🎯is the actions that are recorded in your Pipedrive Account when certain triggers are activated in your Saleshandy account. Examples of Activities include Create a Lead, Deal, Person in Pipedrive, and many more.

Once any of the Triggers are activated, their related Activities are performed, and similar activities also get recorded in Pipedrive, syncing your data from your Salashandy account to your Pipedrive account without going back and forth between the platforms.

How to Setup Triggers💡& Activities🎯?

📺Video Guide

🪜Steps to Follow

You need to enable the triggers & activities you want to automate between Saleshandy & Pipedrive. You can select from Multiple Triggers available;

  • To enable it, you can use the toggle button ↔️ available, and from the drop-down, you can select the Activity you want to perform.

    Example: When an Email is Sent from Saleshandy, a Deal is Created in Pipedrive

  • Once you have selected the relevant Activity you want, Click on Save.

  • A pop-up will show you to Select Pipeline and Select Pipeline Stage. If you're not creating a Deal, kindly skip the Pop-up.

⚠️ Important: Currently, this stage is only for Deals, but if you're not creating the Deals, you must skip it. ⚠️

  • You can Select the Pipeline and Pipeline Stage for Deals and then click Save.

Mission accomplished you've activated Trigger & Activity with Saleshandy👏

Which Triggers💡are available in Saleshandy, and What Activities🎯you can perform in Pipedrive:

Note: Saleshandy Default Triggers & Activites can't be changed.

Triggers

Activity

Email Sent from Saleshandy

Create a Lead in Pipedrive

Reply is Received in Saleshandy

Create a Deal in Pipedrive

Link is Clicked in Saleshandy

Create a Person in Pipedrive

When a Prospect is Unsubscribed

Update a Deal in Pipedrive

When an Email is Bounced

Update a Person in Pipedrive

When a Prospect is Finished

Delete a Deal in Pipedrive

Prospect Outcome is Updated in Saleshandy

Delete a Person in Pipedrive

Sequence Email is Opened

Create Organization in Pipedrive

Update Organization in Pipedrive

Delete Organization in Pipedrive

Mission accomplished; you've successfully Integrated Pipedrive with Saleshandy. 👏

Wishing you a delightful experience! ❤️

Happy Selling. 🤝

Warmest regards,

Saleshandy Team

👉 Next Steps

Check out the below articles If you want to know more about

Collection: Pipedrive


💡 Tip

Don't hesitate to reach out if you have any questions. We're available on chat and ready to provide you with prompt assistance. 🤗


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